United Financial Planning Group’s NexPoint Residential Trust NXRT Stock Holding History

United Financial Planning Group’s Portfolio NXRT Stock Details NXRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.49K	Buy	+233	New	+$6.49K	﹤0.01%	327

Other funds holding NXRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCGM

Starwood Capital Group Management Miami Beach, Florida $214M AUM 4.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's NXRT Position: Q2 2026 in Review

United Financial Planning Group opened a new position in NexPoint Residential Trust (NXRT) in Q2 2026: 233 shares worth $6.49K. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings.

231 funds tracked by Wall St. Rank hold NXRT as of Q2 2026.

United Financial Planning Group held 233 shares of NexPoint Residential Trust worth $6.49K as of Q2 2026.
NexPoint Residential Trust was a new United Financial Planning Group position in Q2 2026.
NexPoint Residential Trust made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #327 holding.
231 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.